Analyzing The Growth In Semiconductor Equipment Sales As Translated To Semiconductor Sales in 2024

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Summary

• The semiconductor industry grew 15% YoY in Q1 2024

• There is a close correlation between WFE (wafer front end) and semiconductor supply and revenues

• WFE for 2024 is estimated at growing just 3% YoY as equipment revenue was pulled-in to 2023 on strong China sales from hoarding by Chinese chip companies

Cyclical Semiconductor Industry

The semiconductor …